全球油气(E&P)公司二季度共负债720亿美元

据今日石油2020年9月26日报道，美国能源信息署(EIA)表示，其最新分析发现，今年第二季度全球勘探和生产(E&P)公司的债务水平出现了大幅飙升，这说明石油需求和原油价格下降对该行业造成的直接影响。

EIA从其对第二季度全球102家E&P公司的分析中还发现，经营现金流量同比下降了54%；在102家E&P公司中，25%的公司自由现金流为正；只有14%的公司报告上游盈利为正；10家资本规模最大的公司的现金余额同比增加了340亿美元，但其他公司的现金余额减少了60亿美元。

EIA称，“全球油气E&P公司在第二季度新增长期和短期债务总计720亿美元”，平均债务与权益比率攀升至近60%。

Evaluate能源公司总经理克里斯?威尔逊表示，“这些数据是至少自2015年初以来的最高记录，显示出近期压力在多大程度上、多快地迫使上游生产商改变围绕资本结构的战略。”

美国埃克森美孚公司在圭亚那的业务基本上没有受到行业低迷的影响，这家美国石油巨头即将做出在斯塔布鲁克区块进行第三次海上开发的最终投资决定，等待圭亚那政府的批准，预计很快就会获得批准。

到目前为止，埃克森美孚公司已在斯塔布鲁克区块获得了18个石油发现，总油气储量超过80亿桶油当量，勘探活动仍在继续。

美国石油学会（API）首席经济学家迪安·福尔曼博士说，这样的一种继续说明，埃克森美孚公司在圭亚那的支出没有倒退。

福尔曼博士说，“特别是石油和天然气，以及它对圭亚那的意义，我认为你们已经看到了资源积累良好，投资继续…在这一点上，我认为这是一个好消息，也是一个好的迹象，表明圭亚那到目前为止还没有出现倒退。”

李峻 编译自 今日石油

原文如下：

E&P companies took up combined debt of $72 billion in Q2 2020 – EIA analysis

The United States Energy Information Administration (EIA) said its latest analysis has found that debt levels among Exploration and Production (E&P) companies spiked during the second quarter of 2020 illustrating the immediate impact of reduced oil demand and prices on the sector.

From its Q2 analysis of 102 E&P companies globally, the EIA also found that cash from operations fell 54% year-over-year; 25% of 102 producers recorded positive free cash flow; only 14% of companies reported positive upstream earnings; and cash balances increased $34 billion year-over-year for the 10 largest capitalized companies but decreased $6 billion for others.

“Companies took on a combined $72 billion in new long and short-term debt in the second quarter,” said the EIA, with average debt to equity ratios climbing to almost 60%.

“These figures are by far the highest recorded since at least the start of 2015, showing just how much and how quickly recent pressures have forced upstream producers to alter strategy around capital structure,” said Chris Wilson, Managing Director of Evaluate Energy.

ExxonMobil’s operations in Guyana have largely been unaffected by the industry downturn and the company is on the verge of making a final investment decision fir its 3rd offshore development at Stabroek Block, pending government approval which is expected soon.

The company has so far made 18 discoveries totaling over 8 billion barrels of oil equivalent and exploration activities continue.

Chief Economist of the American Petroleum Institute (API) Dr. Dean Foreman has said that such a continuation demonstrates that there is no backtracking of spending by ExxonMobil in Guyana.

“With oil and gas specifically and what it means for Guyana, I think you have seen that the resource stacks up well, the investment has continued…. At this point I think it’s good news and a good indication that Guyana has not seen backtracking so far,” he said.